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Early access

See your clients’ numbers in it.

Five questions. We use them to make the walkthrough about your practice, not a generic demo.

What happens next

  1. 1We read your request and reply within one business day.
  2. 2A 30-minute walkthrough on scenarios like your clients’. Bring a return you know well if you like.
  3. 3Onboarding call where we set up your first households with you, then a 30-minute check-in every two weeks.

What early access includes

  • Federal return upload and extraction; state tax entered in the model
  • Tax Modeling with side-by-side scenarios
  • Tax Insights and the Tax Optimizer: savings and withdrawals solved across the plan horizon
  • Client-ready PDF reports, coming soon

We reply within one business day. No credit card, no obligation.